Profit Sharing · DOL Form 5500 · 2023

Individual Management Consultant Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
481
Participants Below avg headcount
30th
Percentile by assets National rank
$4,071
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Individual Management Consultant Inc. Retirement Plan · Sponsored by Individual Management Consultant Inc. · Puerto Rico · Professional & Technical Services

$2M in assets, 481 participants

Individual Management Consultant Inc.'s Individual Management Consultant Inc. Retirement Plan reported $2M in total assets and 481 participants in its 2023 DOL Form 5500 filing, ranking in the 30th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,300 in Professional & Technical Services (20,321 peers)

Coverage in Puerto Rico

Individual Management Consultant Inc. Retirement Plan covers 481 participants in Puerto Rico, 5.4x the typical Puerto Rico plan (state average ~89 per filing). Assets: $2M.

#5,300
in Professional & Technical Services (20,321 peers)
+44.1%
assets growth YoY

Individual Management Consultant Inc. Retirement Plan among the smaller filed plans by assets

Individual Management Consultant Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,958,050 30th percentile higher than 30% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Individual Management Consultant Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Individual Management Consultant Inc. Retirement Plan sits mid-pack in the medium band (481 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Individual Management Consultant Inc. Retirement Plan reported net income rose from -$745K in the plan year 2022 filing to $599K in the plan year 2023 filing.
  • Individual Management Consultant Inc. Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 660674009 · Individual Management Consultant Inc. PY 2023 · Profit Sharing

Individual Management Consultant Inc. Retirement Plan · $2M · 481 · 30th

  • PHOTO $2M
  • IND 481
  • EOY 30th
  • 5500 Profit Sharing
  • ASSETS near Theodore W Angowski Cpa Profit Sharing Plan
  • PCT ind #5300

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Puerto Rico →

Individual Management Consultant Inc. Retirement Plan in the asset neighbourhood

Individual Management Consultant Inc. Retirement PlanIndividual Management Consul…$2MTheodore W Angowski Cpa Profit Sharing PlanTheodore W Angowski Cpa Prof…$2MWeber Consulting Associates, Inc. Profit Sharing PlanWeber Consulting Associates,…$2MGreenway Enterprises, Inc. Profit Sharing PlanGreenway Enterprises, Inc. P…$2MUnited Car Wash Company Retirement PlanUnited Car Wash Company Reti…$2M
End-of-year total assets ($M) among Individual Management Consultant Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$599K
Employer EIN660674009
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Individual Management Consultant Inc.)

Sponsor-wide plan assets over time

All Individual Management Consultant Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 87.71642246754536% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.36M $2.55M ▲ +87.5%
Year Plans Participants Total Assets
2022 1 479 $1M
2023 1 481 $2M
2024 1 481 $3M

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Individual Management Consultant Inc. Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -2000200400600800 Total assets ($M) Participants Individual Management Consultant Inc. Retirement Plan, Total assets ($M): 1.95805 · Participants: 481Individual Management Consultant Inc. Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 719.343985 · Participants: 2713The Retirement and Savings Plan for Amgen Manufacturing Limited LLCPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 700.721578 · Participants: 8134Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 441.870695 · Participants: 1114The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 195.772357 · Participants: 751Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 134.602051 · Participants: 2096The Oriental Bank Coda Profit Sharing Plan
Individual Management Consultant Inc. Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Individual Management Consultant Inc. Retirement Plan side-by-side with 3 peers →

Individual Management Consultant Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Theodore W Angowski Cpa Profit Sharing Plan in NJ ($2M); by covered participants it is Renewal by Andersen of Washington & Boise 401(k) Profit Sharing Plan & Trust in WA (480 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (481 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Individual Management Consultant Inc. Retirement Plan assets move in 2023? ▼
Individual Management Consultant Inc. Retirement Plan surged - up 44.1% during 2023, from $1M to $2M. Reported net income was $599K.
How have Individual Management Consultant Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Individual Management Consultant Inc.'s sponsor-wide assets grew 87.7%, from $1M to $3M.
Which Profit Sharing plans are similar in size to Individual Management Consultant Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Theodore W Angowski Cpa Profit Sharing Plan in NJ ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Individual Management Consultant Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Renewal by Andersen of Washington & Boise 401(k) Profit Sharing Plan & Trust in WA (480 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660674009.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.